Research Report · 2026-06-30
Registered Investment Advisers with the Highest AUM per Employee
SEC-registered investment advisers ranked by reported regulatory AUM per employee from ADV Part 1 filings.
Firms
1,000
Total AUM
$108.71T
Median AUM
$11.12B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM / Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | $879.0M | $88.78B | 101 | 2026-04-30 | → |
| 302 | OLIVE STREET INVESTMENT ADVISERS, LLC | 166710 | $878.3M | $203.76B | 232 | 2026-03-31 | → |
| 303 | SEYMOUR ASSET MANAGEMENT LLC | 291768 | $877.5M | $877.5M | 1 | 2026-05-31 | → |
| 304 | CAIUS CAPITAL US LP | 322911 | $874.7M | $1.75B | 2 | 2026-03-31 | → |
| 305 | DIMENSIONAL FUND ADVISORS LP | 106482 | $873.6M | $1.02T | 1,168 | 2026-03-31 | → |
| 306 | PROSHARE ADVISORS LLC | 134155 | $870.4M | $85.30B | 98 | 2026-03-31 | → |
| 307 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | $866.5M | $14.73B | 17 | 2026-03-31 | → |
| 308 | QUID CAPITAL GROUP HOLDINGS, LLC | 297179 | $862.5M | $7.76B | 9 | 2026-03-31 | → |
| 309 | NLG CAPITAL, LLC | 109396 | $862.0M | $46.55B | 54 | 2026-03-31 | → |
| 310 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | $861.5M | $25.84B | 30 | 2026-03-31 | → |
| 311 | SONA ASSET MANAGEMENT (US) LLC | 291738 | $858.7M | $33.49B | 39 | 2026-06-30 | → |
| 312 | 3G CAPITAL PARTNERS LP | 156934 | $858.6M | $16.31B | 19 | 2026-03-31 | → |
| 313 | TECTONIC ADVISORS LLC | 139713 | $856.9M | $5.14B | 6 | 2026-03-31 | → |
| 314 | POLITAN CAPITAL MANAGEMENT, L.P. | 316047 | $855.7M | $855.7M | 1 | 2026-03-31 | → |
| 315 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | $854.1M | $228.04B | 267 | 2026-03-31 | → |
| 316 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | $852.9M | $21.32B | 25 | 2026-03-31 | → |
| 317 | HARBOR ADVISORS LLC | 312432 | $851.7M | $851.7M | 1 | 2026-02-28 | → |
| 318 | HH CAPITAL MANAGEMENT, INC. | 310147 | $851.4M | $851.4M | 1 | 2026-03-31 | → |
| 319 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | 285390 | $848.0M | $5.09B | 6 | 2025-05-31 | → |
| 320 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $843.4M | $117.24B | 139 | 2026-02-28 | → |
| 321 | LOOMIS CAPITAL MANAGEMENT LP | 333000 | $842.2M | $842.2M | 1 | 2026-04-30 | → |
| 322 | ERIC M FLANAGAN TRADING, LLC | 333349 | $841.7M | $841.7M | 1 | 2025-03-31 | → |
| 323 | VANGUARD INVESTMENTS AUSTRALIA LIMITED | 282933 | $840.2M | $92.43B | 110 | 2025-05-31 | → |
| 324 | CHANDLER ASSET MANAGEMENT INC | 107287 | $839.1M | $45.31B | 54 | 2026-03-31 | → |
| 325 | CLEAR INVESTMENT RESEARCH, LLC | 172685 | $838.3M | $4.19B | 5 | 2026-03-31 | → |
| 326 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | $838.3M | $82.99B | 99 | 2026-03-31 | → |
| 327 | COPENHAGEN INFRASTRUCTURE PARTNERS INC. | 321116 | $837.3M | $39.35B | 47 | 2026-03-31 | → |
| 328 | 59 NORTH CAPITAL MANAGEMENT, LP | 300258 | $833.7M | $7.50B | 9 | 2026-03-31 | → |
| 329 | GREAT MOUNTAIN PARTNERS LLC | 309528 | $829.8M | $14.11B | 17 | 2026-03-31 | → |
| 330 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | $829.0M | $194.82B | 235 | 2026-06-30 | → |
| 331 | CONCURRENT ASSET MANAGEMENT, LLC | 330657 | $828.8M | $2.49B | 3 | 2026-06-30 | → |
| 332 | VANTAGEPOINT INVESTMENT ADVISERS, LLC | 109138 | $827.0M | $52.93B | 64 | 2026-06-30 | → |
| 333 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | $825.4M | $187.35B | 227 | 2026-06-30 | → |
| 334 | NISA INVESTMENT ADVISORS, LLC | 107313 | $824.7M | $343.89B | 417 | 2026-03-31 | → |
| 335 | GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 129288 | $823.7M | $4.12B | 5 | 2026-03-31 | → |
| 336 | FOCUSED INVESTORS LLC | 140010 | $822.0M | $3.29B | 4 | 2026-03-31 | → |
| 337 | FRANKLIN MUTUAL ADVISERS, LLC | 111376 | $819.0M | $42.59B | 52 | 2025-12-31 | → |
| 338 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $818.4M | $28.64B | 35 | 2026-03-31 | → |
| 339 | FIRST PRINCIPLES GROUP MANAGEMENT, LLC | 322950 | $818.0M | $1.64B | 2 | 2026-05-31 | → |
| 340 | URBAN INVESTMENT ADVISORS, INC., | 222524 | $817.2M | $2.45B | 3 | 2026-06-30 | → |
| 341 | CAS INVESTMENT PARTNERS, LLC | 170071 | $815.7M | $2.45B | 3 | 2026-03-31 | → |
| 342 | PAYDEN & RYGEL | 107160 | $815.6M | $158.23B | 194 | 2026-03-31 | → |
| 343 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | $815.3M | $29.35B | 36 | 2026-03-31 | → |
| 344 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 126246 | $811.4M | $15.42B | 19 | 2026-03-31 | → |
| 345 | DYNAMIC BETA INVESTMENTS LLC | 164972 | $810.6M | $5.67B | 7 | 2026-03-31 | → |
| 346 | IVY HILL ASSET MANAGEMENT, L.P. | 161608 | $809.9M | $12.96B | 16 | 2026-05-31 | → |
| 347 | ALTAROCK PARTNERS LP | 161005 | $809.1M | $5.66B | 7 | 2026-04-30 | → |
| 348 | LINDEN ADVISORS LP | 135431 | $808.0M | $38.78B | 48 | 2026-03-31 | → |
| 349 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | $803.1M | $24.09B | 30 | 2026-06-30 | → |
| 350 | KYNAM CAPITAL MANAGEMENT, LP | 314368 | $801.8M | $2.41B | 3 | 2026-04-30 | → |
| 351 | SWAN GLOBAL MANAGEMENT LLC | 173621 | $796.1M | $2.39B | 3 | 2026-03-31 | → |
| 352 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $795.5M | $35.80B | 45 | 2026-03-31 | → |
| 353 | ACKERMAN ASSET MANAGEMENT, LLC | 137958 | $793.5M | $793.5M | 1 | 2026-03-31 | → |
| 354 | VANGUARD GLOBAL ADVISERS, LLC | 164593 | $792.6M | $249.66B | 315 | 2026-05-31 | → |
| 355 | BSP NY LLC | 128557 | $791.2M | $14.24B | 18 | 2026-03-31 | → |
| 356 | STONEBRIDGE ADVISORS LLC | 134017 | $788.9M | $11.83B | 15 | 2026-03-31 | → |
| 357 | EAGLE ASSET MANAGEMENT INC | 110653 | $787.7M | $60.65B | 77 | 2026-06-30 | → |
| 358 | GLG PARTNERS LP | 163016 | $786.7M | $64.51B | 82 | 2026-06-30 | → |
| 359 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $786.2M | $174.54B | 222 | 2026-06-30 | → |
| 360 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | $783.2M | $21.93B | 28 | 2026-03-31 | → |
| 361 | FAIRCOURT PARTNERS, LLC | 295508 | $780.2M | $3.12B | 4 | 2026-05-31 | → |
| 362 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $774.5M | $28.66B | 37 | 2026-03-31 | → |
| 363 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | $774.4M | $8.52B | 11 | 2026-05-31 | → |
| 364 | MACKAY SHIELDS LLC | 107717 | $774.4M | $159.52B | 206 | 2026-04-30 | → |
| 365 | APG ASSET MANAGEMENT US, INC | 160795 | $772.3M | $141.33B | 183 | 2026-03-31 | → |
| 366 | GLENEAGLES INVESTMENT ADVISORS, LLC | 312306 | $770.7M | $3.08B | 4 | 2026-03-31 | → |
| 367 | LGT CAPITAL PARTNERS (USA) INC. | 160437 | $766.4M | $59.78B | 78 | 2026-04-30 | → |
| 368 | 1932 INVESTMENT MANAGEMENT, LLC | 337619 | $766.1M | $4.60B | 6 | 2026-05-31 | → |
| 369 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $764.5M | $1.43T | 1,868 | 2026-03-31 | → |
| 370 | TIAA-CREF INVESTMENT MANAGEMENT LLC | 107168 | $762.7M | $292.13B | 383 | 2026-03-31 | → |
| 371 | BOSTON MANAGEMENT AND RESEARCH | 104853 | $762.2M | $154.73B | 203 | 2026-03-31 | → |
| 372 | ANSON FUNDS MANAGEMENT LP | 125109 | $761.6M | $3.05B | 4 | 2026-03-31 | → |
| 373 | CARRHAE CAPITAL (DIFC) LIMITED | 337385 | $759.9M | $6.08B | 8 | 2026-06-30 | → |
| 374 | PARADIGM GLOBAL INVESTORS, LLC | 338287 | $757.8M | $3.03B | 4 | 2026-03-31 | → |
| 375 | LIGHTHOUSE FINANCIAL LLC | 137277 | $755.6M | $755.6M | 1 | 2026-06-30 | → |
| 376 | INVESTURE, LLC | 130099 | $755.4M | $38.52B | 51 | 2026-03-31 | → |
| 377 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $754.8M | $110.95B | 147 | 2026-03-31 | → |
| 378 | PGIM INVESTMENTS LLC | 105670 | $752.9M | $344.84B | 458 | 2026-05-31 | → |
| 379 | TRINITAS CAPITAL MANAGEMENT, LLC | 281328 | $752.2M | $19.56B | 26 | 2026-03-31 | → |
| 380 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $751.2M | $37.56B | 50 | 2026-06-30 | → |
| 381 | AEQUIM ALTERNATIVE INVESTMENTS LP | 293127 | $749.8M | $8.25B | 11 | 2026-03-31 | → |
| 382 | VERATIS ADVISORS, INC. | 117892 | $749.3M | $5.99B | 8 | 2026-03-31 | → |
| 383 | CAPITAL RESEARCH & CONSULTING LLC | 109868 | $748.2M | $5.99B | 8 | 2026-06-30 | → |
| 384 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $744.2M | $20.09B | 27 | 2026-06-30 | → |
| 385 | SKYE GLOBAL MANAGEMENT LP | 283493 | $743.7M | $5.21B | 7 | 2026-03-31 | → |
| 386 | THOMA BRAVO, L.P. | 157041 | $743.6M | $182.94B | 246 | 2026-03-31 | → |
| 387 | SUNAMERICA ASSET MANAGEMENT, LLC | 107338 | $739.6M | $42.16B | 57 | 2026-05-31 | → |
| 388 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $738.5M | $66.46B | 90 | 2026-06-30 | → |
| 389 | ROUNDHILL FINANCIAL INC. | 300799 | $737.4M | $9.59B | 13 | 2026-02-28 | → |
| 390 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $736.2M | $280.48B | 381 | 2026-03-31 | → |
| 391 | TWO SIGMA ADVISERS, LP | 152254 | $735.3M | $74.26B | 101 | 2026-01-31 | → |
| 392 | CAPVEST PARTNERS, INC. | 324459 | $731.9M | $10.25B | 14 | 2026-03-31 | → |
| 393 | APERIO GROUP, LLC | 111616 | $731.4M | $152.13B | 208 | 2026-04-30 | → |
| 394 | MFN PARTNERS MANAGEMENT, LP | 291755 | $730.7M | $12.42B | 17 | 2026-03-31 | → |
| 395 | THE LINONIA PARTNERSHIP LP | 326550 | $729.6M | $5.84B | 8 | 2026-03-31 | → |
| 396 | NEW HOLLAND CAPITAL, LLC | 160211 | $728.6M | $23.32B | 32 | 2026-06-30 | → |
| 397 | PACIFIC HEIGHTS ASSET MANAGEMENT, LLC | 124365 | $727.4M | $7.27B | 10 | 2026-02-28 | → |
| 398 | DARSANA CAPITAL PARTNERS LP | 170862 | $724.7M | $16.67B | 23 | 2026-03-31 | → |
| 399 | PINNACLE PENSION CONSULTANTS LLC | 133442 | $723.0M | $2.17B | 3 | 2026-03-31 | → |
| 400 | GQG PARTNERS LLC | 283720 | $721.8M | $163.86B | 227 | 2026-03-31 | → |
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